| 1 | Merit Financial Group, LLC | $148.8M | 2.9M | Added |
| 2 | Stonebridge Financial Group, LLC | $46.9M | 927,201 | Added |
| 3 | Amplius Wealth Advisors, LLC | $40.0M | 790,733 | Added |
| 4 | Private Advisor Group, LLC | $29.7M | 587,296 | Added |
| 5 | Broadway Wealth Solutions, Inc. | $29.3M | 578,799 | Added |
| 6 | Marquette Asset Management, LLC | $27.9M | 550,446 | Added |
| 7 | MOTCO | $19.2M | 379,986 | Added |
| 8 | Winter & Associates, Inc. | $18.0M | 355,616 | Added |
| 9 | ERn Financial, LLC | $17.7M | 349,663 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $17.0M | 335,532 | Added |
| 11 | Cornerstone Planning Group LLC | $15.3M | 302,568 | Added |
| 12 | StoryOne LLC | $14.1M | 277,676 | New |
| 13 | Redhawk Wealth Advisors, Inc. | $14.0M | 276,282 | Added |
| 14 | Certified Advisory Corp | $13.7M | 269,658 | Added |
| 15 | Apella Capital, LLC | $12.3M | 242,085 | Added |
| 16 | NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $12.2M | 264,245 | Trimmed |
| 17 | TOTH FINANCIAL ADVISORY CORP | $11.2M | 221,722 | Added |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.9M | 217,002 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $9.2M | 182,660 | Trimmed |
| 20 | Pinnacle Wealth Management Group, Inc. | $9.1M | 180,560 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $8.7M | 171,901 | Added |
| 22 | REDW Wealth LLC | $8.0M | 157,490 | Added |
| 23 | Smith Thornton Advisors LLC | $7.1M | 141,546 | Added |
| 24 | Trademark Financial Management, LLC | $6.7M | 131,815 | Added |
| 25 | Quadcap Wealth Management, LLC | $6.3M | 124,518 | Trimmed |